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create, delete, and edit roles on a project |
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Role Types are a predefined template to describe the department, title, cost center, location, resource type, skills, and keywords that should be used to fulfill this role. Criteria from the role type template are applied when the role is created. Subsequent changes to a role type will not apply updates to existing roles.
Base on Existing Role
Make a copy of an existing role on this project.
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The request is overwritten with what is currently booked. Role Status changes to Scheduling Complete.
Finalize
The request is partially filled. For example, not the exact hours requested or the exact resource requested. Role Status changes to Scheduling Complete. A role isn't fully scheduled until it has a person assigned to it, it has booked hours, and it's assigned back to the PMs.
Additional Actions
Under the Additional Actions dropdown you'll find the following choices.
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